INTERNATIONAL STRATEGY & INVESTMENT INC
CRD #111085 SEC #801-38408 NEW YORK, NY 212-446-5600
SEC Registered
Total AUM
$672.8M
Discretionary
$665.5M
Employees
14
Clients
0
Accounts
230
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2015 | $696.9M | $688.9M | $8M | 14 | 300 |
| Jun 2014 | $696.9M | $688.9M | $8M | 14 | 300 |
| Nov 2013 | $672.8M | $665.5M | $7.3M | 14 | 200 |
| Jun 2013 | $672.8M | $665.5M | $7.3M | 14 | 200 |
| May 2012 | $669.4M | $661.7M | $7.8M | 11 | 200 |
| Apr 2012 | $1.1B | $1B | $7.5M | 11 | 200 |
| Jun 2011 | $1.1B | $1B | $7.5M | -- | -- |
| May 2011 | $1.1B | $1B | $7.5M | -- | -- |
| Jul 2010 | $916.9M | $909.9M | $7M | -- | -- |
| May 2010 | $916.9M | $909.9M | $7M | -- | -- |
| May 2007 | $1.1B | $1.1B | $12M | -- | -- |
| Jan 2007 | $1.4B | $1.4B | $10.5M | -- | -- |
| Jan 2006 | $1.5B | $1.5B | $10.7M | -- | -- |
| Dec 2005 | $1.5B | $1.5B | $10.7M | -- | -- |
| Sep 2005 | $1.5B | $1.5B | $10.7M | -- | -- |
| Jun 2005 | $1.5B | $1.5B | $10.7M | -- | -- |
| May 2004 | $1.6B | $1.6B | $9.9M | -- | -- |
| Nov 2003 | $1.5B | $1.5B | $8.1M | -- | -- |
| May 2002 | $1.2B | $1.2B | $10.1M | -- | -- |
| Apr 2002 | $1.2B | $1.2B | $10.1M | -- | -- |
| Oct 2001 | $1.1B | $1.1B | $0 | -- | -- |
| Aug 2001 | $1.1B | $1.1B | $0 | -- | -- |
DateMar 2015
Total AUM$696.9M
Discretionary$688.9M
Non-Disc.$8M
Employees14
Clients300
DateJun 2014
Total AUM$696.9M
Discretionary$688.9M
Non-Disc.$8M
Employees14
Clients300
DateNov 2013
Total AUM$672.8M
Discretionary$665.5M
Non-Disc.$7.3M
Employees14
Clients200
DateJun 2013
Total AUM$672.8M
Discretionary$665.5M
Non-Disc.$7.3M
Employees14
Clients200
DateMay 2012
Total AUM$669.4M
Discretionary$661.7M
Non-Disc.$7.8M
Employees11
Clients200
DateApr 2012
Total AUM$1.1B
Discretionary$1B
Non-Disc.$7.5M
Employees11
Clients200
DateJun 2011
Total AUM$1.1B
Discretionary$1B
Non-Disc.$7.5M
Employees--
Clients--
DateMay 2011
Total AUM$1.1B
Discretionary$1B
Non-Disc.$7.5M
Employees--
Clients--
DateJul 2010
Total AUM$916.9M
Discretionary$909.9M
Non-Disc.$7M
Employees--
Clients--
DateMay 2010
Total AUM$916.9M
Discretionary$909.9M
Non-Disc.$7M
Employees--
Clients--
DateMay 2007
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$12M
Employees--
Clients--
DateJan 2007
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$10.5M
Employees--
Clients--
DateJan 2006
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$10.7M
Employees--
Clients--
DateDec 2005
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$10.7M
Employees--
Clients--
DateSep 2005
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$10.7M
Employees--
Clients--
DateJun 2005
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$10.7M
Employees--
Clients--
DateMay 2004
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$9.9M
Employees--
Clients--
DateNov 2003
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$8.1M
Employees--
Clients--
DateMay 2002
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$10.1M
Employees--
Clients--
DateApr 2002
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$10.1M
Employees--
Clients--
DateOct 2001
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients--
DateAug 2001
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients--